Financial Planning Association
- Assets
- $99.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Tigard, OR
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 93-1284924
Organization Overview
Financial Planning Association is located in Tigard, OR. The organization was established in 2000. According to its NTEE Classification (P03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Human Services and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Financial Planning Association is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2021, Financial Planning Association generated $61.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (8.8%) each year. All expenses for the organization totaled $65.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (7.7%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3
PROVIDE CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT TO FINANCIAL PLANNING PROFESSIONALS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lisa Lettenmaier Treasurer | 1 | $0 | |
Jessica Porter Ricp Aif At-Large Dir | 1 | $0 | |
Debra Pellati CFP At-Large Dir | 0.25 | $0 | |
Cyndi Thompson CFP President | 1.5 | $0 | |
Robert Greenman CFP Past Preside | 1 | $0 | |
Johanna Blackwell Fpqp Secretary | 1.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $40,540 |
| Membership dues | $21,094 |
| Investment income | $20 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $61,654 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $41,452 |
| Occupancy, rent, utilities, and maintenance | $300 |
| Printing, publications, postage, and shipping | $298 |
| Other expenses | $23,216 |
| Total expenses | $65,266 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $99,077 |
| Other assets | $0 |
| Total assets | $99,077 |
| Total liabilities | $1,750 |
| Net assets or fund balances | $97,327 |
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